Liberty Wealth Management’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $316K | Buy |
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|
2025
Q2 | $259K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $252K | Sell |
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|
2024
Q3 | $267K | Sell |
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|
2024
Q2 | $316K | Buy |
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|
2024
Q1 | $274K | Buy |
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|
2023
Q4 | $219K | Sell |
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|
2023
Q3 | $206K | Hold |
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|
2023
Q2 | $214K | Buy |
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|
2023
Q1 | $206K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $221K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $372K | Buy |
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|
2021
Q2 | $218K | Buy |
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|
2021
Q1 | $181K | Hold |
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|
2020
Q4 | $181K | Sell |
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|
2020
Q3 | $177K | Buy |
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|
2020
Q2 | $168K | Sell |
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|
2020
Q1 | $178K | Buy |
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|
2019
Q4 | $245K | Buy |
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|
2019
Q3 | $230K | Buy |
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|
2019
Q2 | $228K | Buy |
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|
2019
Q1 | $221K | Sell |
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|
2018
Q4 | $201K | Buy |
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